See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,293 | $105,998-71.4% | $92,233-67.2% | $147,584-79.5% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 27.39% | 50.05%-22.7pp | 176.28%-148.9pp | 578.55%-551.2pp |
| Employer contribution / active EE | $1,866 | $4,333-56.9% | $3,679-49.3% | $4,876-61.7% |
| Participant deferral / active EE | $7,685 | $4,478+71.6% | $3,897+97.2% | $5,439+41.3% |
| Admin fee / account holder | $2,965 | $6,332-53.2% | $5,194-42.9% | $10,885-72.8% |